SUMMARY:

• Confidential has lead a diverse career experience and ever demanding management discipline regimen. Confidential started his career in the financial services industry overseeing insurance marketing and sales management and then progressing to HR Executive Compensation and Merger and Acquisition HR Systems coordinator to Executive Vice President of Operations of a large regional insurance and investment brokerage firm.
• Confidential ’s experience in the implementation of PeopleSoft HR, Benefits, Payroll and Pension Systems while at Confidential ead him into his PeopleSoft Implementation career of the last 20 years. Confidential has demonstrated expertise in all areas of a full cycle system implementation with multiple large companies and public - sector clients.
• Confidential has demonstrated an expanding portfolio of custom process automation solutions to supplement the delivered PeopleSoft applications. This expertise includes the design, specification writing and training of technical consultants in the rules-based automation of PeopleSoft applications and HR, pension actuarial and benefit calculation processes.
• Large labor-intensive HR and benefit services organizations are now demanding more and ever intuitive process automation that relieves the repetitive and possibly error prone likelihood caused from repetitive manual process fatigue.
• Confidential has designed many solutions that both identify when actions must be taken, but then by process automation, communicates with the member or customer and completes the required process without human intervention.
• Confidential normally commands an hourly rate of between $90 to $100 per hour plus expenses for Pension Administration Implementation services. Lower rates may be possible for projects outside of Confidential ’s deep pension expertise.
• Throughout the above list of major projects, Confidential has demonstrated the highest degree of professional software implementation and project management services. Using the lessons learned in succession from project to project, Confidential has refined his technical skills and project management techniques.

SKILLS SUMMARY:

• PeopleSoft
• HRMS
• Employee Self-Service
• Integrated Workflow
• Payroll for North America
• Security Management
• Recruiting and Training
• Competency Planning
• Compensation Planning
• Project Management
• Position Management
• Performance Management
• Benefit Administration
• PeopleSoft FSCS
• Pension Administration
• Application Designer
• Security Administration
• Component Interface
• Query Administration
• Data Mover
• Query
• SQL Plus
• SQL Developer
• Toad
• SharePoint
• Rational Robot - Regression Testing Tool
• Implementation Tracker Tool
• AtTask - Administrator
• JIRA - Administrator
• SharePoint 2008 & 2010 Administrator
• Agile & Water Fall
• Software Development Life Cycle
• PIMBOK & CMMI
• Quality Assurance
• IV&V Analysis

PROFESSIONAL EXPERIENCE:

Confidential

Design Consultant & Project Management

Environment: PSPA 9.2 and all current images

Responsibilities:

• Pension IV&V analysis for integrated EBS and PeopleSoft Pension Implementation
• Internal Project Management of PeopleSoft HCM Modules
• PeopleSoft Pension was on a standalone basis with static HR, BA and PA modules
• Integration of PSPA with Salesforce front-end application
• Review of current configuration and design itemizing design and coding errors reporting on opportunities to improve performance by changing the configuration and any customizations to obtain the desired functionality and business process flow
• Reidentification of fit/gap accuracy and making recommendations to modify any sub-application to improve performance or better meet functional requirements
• Addressing any portions of the People Soft Pension Administration application not yet configured or implemented
• Any processing requirement of the PeopleSoft Pension Administration application and the integration of the module with the Employer Reporting System, Custom Confidential data repository and EBS Financial and Payroll applications
• Review and analyze Accenture configuration of the PS Pension Module

Confidential

Pension Functional Lead & PS HCM Project Manager

Environment: PSPA 9.2 and all current images

Responsibilities:

• Pension Functional Lead for integrated EBS and PeopleSoft Pension Implementation
• PeopleSoft Pension was on a standalone basis with static HR, BA and PA modules
• Configuration and testing of 11 Public Sector Employee Retirement Plans
• Requirements Gathering, Fit Gap, Design of customizations and multiple interactive interfaces
• Managing 2 technical resources who had to be trained in pension first
• Additional configuration of PeopleSoft HRMS, Ben admin and Payroll
• Design of Training Program and UPK for pension
• Custom PSPA to EBS pension payee interface and reconciliation report design
• Customizations including anniversary year FAE, Standard Hours Transfer Processing Plan Transfer Processing, Custom Third-Party owner or Guardianship control data panel, Custom DROP functionality integrated with retirement benefit calculations
• Misc. Data Pages, Employee Data Profile for easy data collection before retirement Calc first tried
• Modification of QDRO awarded benefits to include not only fixed amounts, but also percentages
• Custom Dynamic Group EMPLID process designed to make periodic processing easier, error free and featuring a pre-audit and post-audit to verify accuracy
• Custom Periodic Processing Deletion Process that allows deletions of all or specific Function Results for one-month, multiple months or multiple years (flexible) avoids pitfalls of delivered delete and rebuild functionality.
• Custom CR to build all Elapsed Time History into Startup Values - completely automated, including withdrawals, terminations & rehires, Service Purchases featuring auto recalculation whenever new data entered - all former system Job Rows transferred to custom tables for tracking of Action/Action Reasons
• Built all Benefit Calculations including DROP accrual and all plan benefit calculation routines and optional forms
• System Test Scenarios, Test Scripts and rigorous system, UAT and Regression Test Plans
• PSPA to EBS Payroll Parallel Testing

Confidential

Project Manager, Testing Manager, QA Manager

Environment: PeopleSoft v8.9 to v9.2

Responsibilities:

• Designed and managed UAT for all Finance Modules in the upgrade to v 9.2 including custom modules and new features 26-member testing team
• Testing and QA Manager - for 3 from scratch software application development projects for the company’s various sales and warehouse/delivery functionalities - each project had a minimum of 5 members that included business managers, third party developers, and internal developers and DBAs.
• Project Manager - Due to my previous M&A experience at Confidential /WellPoint, H-J made me the project manager of the CharlesBank Transition project. The company had been sold to a Private Equity firm and my job was to manage the FSM department transition including 8.9 FSM Interfaces, Reports, SQRs and Queries to accommodate the new business units to be established as part of the asset sale. Closing in early December and Year-end business functions affected. I personally reviewed and updated over 400 Queries used by the finance department.
• My tasks involved learning project management tools and becoming administrator level expertise for each tool. Learning and implementing automated testing tools and showing the company a new way to do frequent regression testing. As part of my QA responsibilities I had to implement QA audits, processes and standards and oversee the change management culture of all parties involved.
• The PM role offered me the opportunity to interact with senior IT management and Senior PMO executives and experience the pure software development profession more deeply than I ever have previously.
• My PeopleSoft Pension Administration experience and expertise allowed me the love of detail and getting the correct process result down to the 6th decimal point as a big advantage in the QA and testing roles. My management of PSPA Teams previous transferred very well to the financial applications and IT Department interaction.

Confidential, TX

Functional Lead

Environment: PeopleSoft v9.1

Responsibilities:

• Prior to the start of the Pension re-implementation project, completed reconfiguration of the system prompted by the changes in mortality assumptions, contribution interest rates and the introduction of an effective dated Tier II Plan that featured new Plan Eligibility, Vesting, Benefit Eligibility, and FAE applied benefit formula rates.
• Completed all requirements gathering activities from HR, Payroll, Financial Services and the Pension Department.
• Completed the Fit/Gap analysis including changes to business process that relieve monthly operational tasks of the HR and Payroll departments.
• Designed and wrote functional specifications for periodic process improvement, Trustee Extract and Payroll interface, and Payroll Reconciliation reporting.
• Designed short term project to clean historical data regarding service certification.
• Designed Reengineered Pension Business Processes changing the roles of HR, Financial Services and the Pension department.
• Reconfigured the pension module to accommodate the new business processes.
• Assisted the HR and Payroll Departments in changing their module configurations to accommodate the new pension business processes.
• Completed all unit and system testing for the newly configured system.
• Designed all test plans including unit, system, and UAT.
• Reconfigured all benefit calculations and optional forms to include the new actuarial equivalency factor tables
• Designed revised training material including UPK Training material for all business units involved with the pension reengineering phase of the project.
• Managed the Implementation/Issue Tracker tool for the entire project.
• Assisted the Project Manager in the creation and maintenance of the dynamic project plan.

Confidential, IN

Pension Administration - Team Lead

Environment: PeopleSoft v9.1 Implementation

Responsibilities:

• Performed requirements gathering.
• Performed application configuration and testing.
• Created conversion data mapping and completed conversion validation.
• Redesigned to benefit calculations based on new benefit formulas and assumption of newer plans to the State INPERS
• Created complex data interfaces and reconciliation reports.

Confidential

Pension Consultant

Environment: PeopleSoft v9.1

Responsibilities:

• Wrote a complete version of the PeopleSoft Pension Administration Configuration and Implementation Guide.
• Trained five new hires in the art and technical aspects in the configuration and implementation of the pension module.
• Worked with others to write RFP responses on new Public-Sector bids.
• Assisted in the staffing of other new Public-Sector opportunities.

Confidential, GA

Pension Administration Quality Assurance Consultant

Environment: PeopleSoft v8.9 Implementation

Responsibilities:

• Performed Pension Administration Q/A review service.
• Eliminated unneeded customizations.
• Simplified Periodic Processing.
• Created new configuration workbook detailing the reconfiguration of the system.